Genuinely caring about people by loving and serving them in their finances.

Your Money. Well Rooted.

Our Core Services

MORTGAGES

Clear and transparent
guidance for big decisions

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INSURANCE

Protection on your assets
from the unexpected

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FINANCIAL PLANNING

Partnered planning to protect
your income and legacy

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INVESTMENT MANAGEMENT

Building wealth for a
prosperous financial future

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Grant Botma, Founder of Stewardship Insurance, is a Dave Ramsey Endorsed Local Provider (ELP) and Jeremy Sharp, Co-Founder of Stewardship Financial, is a SmartVestor Pro.

We’re Here To Serve You

Call | Text | Fax @ 602-384-2604
home@moneywellrooted.com
1094 S. Gilbert Rd. #210, Gilbert, AZ 85296

Who is Stewardship?

The #BaconRealtor

I have the honor of working hand-in-hand with hundreds of realtors each year. It’s great! As I work with them, I experience many “behind the scenes” moments with these realtors that shape their transactions. However, there is a hard truth—there are thousands of...
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People

People are one of the most polarizing dichotomies on the Earth. We are frustrating, hateful, and selfish. On the other hand, people bring so many positives. We are caring, compassionate, and loving. The source of so much pain can be found in people, yet the most...
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What to do with your old 401(k)

Workplace retirement plans—like the 401k—provide a great option for accumulating wealth while working. Having payroll deductions makes saving automatic and easy. Plus, employers often provide a matching contribution. However, when you leave a job that offered a 401k,...
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Top Three Budgeting Tools

Maintaining a budget is the cornerstone to a healthy financial life. If you’re not budgeting, you can’t build wealth efficiently. Giving your money a place to go allows you to take control of it. This is the best way to experience financial freedom so you can spend...
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What is a good mortgage rate?

There is no easy answer. The reason being, there are many different options when obtaining a mortgage. For instance, you have to consider all of these factors when determining your mortgage: How much are you putting down? What is your credit score? Are you obtaining a...
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